business template
CRM Selection Scorecard
The weighted scoring spreadsheet we use in client CRM selections — requirements, weightings and a comparison matrix ready to fill in.
Resources
Templates & resources
The working files behind our guides — financial models, CRM setups, automation workflows and SOPs. Built for real client projects, cleaned up for you.
business template
Automation Opportunity Audit Worksheet
A worksheet for finding and prioritising the processes worth automating — time cost, error cost, and automation difficulty scored side by side.
crm template
CRM Implementation Checklist
Every step of a small-business CRM implementation in order — data migration, pipeline design, automations, training and the 30-day adoption review.
dashboard template
Monthly Reporting Pack Template
A one-page management reporting pack template — the small set of numbers a leadership team needs, with definitions, owners and data sources.
ai prompts
AI Prompt Library for SMEs
Field-tested prompts for real business tasks — enquiry triage, proposal drafts, meeting summaries, job descriptions — with guidance on what to check before trusting the output.
sop
Process SOP Template
A standard operating procedure template that people actually follow — trigger, steps, exceptions, owner and review date on a single page.